Dell'Oro Group's Data Center Infrastructure research combines quantitative and qualitative insights to track IT Capex, scale-up, scale-out, and scale-across architectures, physical infrastructure, liquid cooling, power systems, Smart NICs, Ethernet adapters, semiconductors, optics connectivity, and data center market trends worldwide.
Objective. Timely. Accurate. The Gold Standard in technology market research—trusted since 1995.
Unique research process
One senior analyst. 100% of the research. Validated rigorously—from historical data to forward-looking forecasts.
Our independence
No endorsements, no bias—just objective market research.
Research areas
Every segment that matters in data center infrastructure—front-end, AI back-end networks, liquid cooling, high-density power, IT capex, semiconductors, physical infrastructure, Ethernet adapters, smart NIC, optics—tracked with the depth and accuracy Dell'Oro Group is known for.
AI networking goes beyond speed. Dell’Oro Group’s Frank Yang examines how performance, programmability, and power efficiency are reshaping Smart NICs, scale-up networking, and market opportunities.
OCP 2026: Optics Takes Center Stage in Enabling the Next Wave of AI Networking and High-Speed Switching
Dell’Oro’s Sameh Boujelbene highlights six key OCP 2026 developments, from co-packaged optics and 1.6T connectivity to Ethernet scale-up and hyperscaler-driven AI networking innovation.
Decades of industry expertise. Advanced degrees in engineering, economics, and business. Our senior analysts perform, validate, and publish every report—ensuring accuracy from historical analysis to forecast.
